See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,537 | $47,922+287.2% | $75,886+144.5% | $65,185+184.6% |
| Participation rate | 96.0% | 63.0%+33.0pp | 69.3%+26.7pp | 70.2%+25.8pp |
| Annual return | 0.00% | 24.12%-24.1pp | 30.76%-30.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $11,518 | $1,557+639.7% | $2,500+360.7% | $2,177+429.2% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2,271 | $532+327.3% | $5,418-58.1% | $847+168.1% |